RESOURCES

legacy planning

life transitions

business resources

LEGACY-RELATED

some loving resources relating to the inevitable

Five Wishes covers personal, spiritual, medical and legal wishes all in one document. This document is GOLD and will generate thoughtful and meaningful reflection — and maybe even discussions with your loved ones.

Ellen and Heather, the co-Founders of Artifcts, have created a unique way for all of us to capture moments from our incredible lives. Check out my public Artifcts here. And save $10 clicking the link above!

Everyone has a story worth sharing! Use voice to preserve meaningful moments and memories in a beautiful keepsake book that includes the storyteller's voice, too! Gift it to a loved one while they have a desire and ability to capture their stories.

What I love about Elisabeth's podcast, Estate Expectations, is that she keeps it real — all while talking about a variety of dimensions of when it comes to securing your legacy and turbocharging your brand.

This will be the greatest letter you ever write. Your legacy matters and Blake is on a mission to help 1 million dads and moms write at least one well written, meaningful, lasting Legacy Letter to their children.

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Lindsay's an attorney (and has an MBA!) and she talks about estate-related topics ... over wine! She uses language all of us can understand and provides us with all the tips to leave good legacy.

LIFE TRANSITIONS SUPPORT

these resources provide support to individuals experiencing a life transition

On Facebook? Kim and Mike know caring for aging parents can be challenging. They created this group so you don't have to feel like you're doing it alone.

bQuest provides a community of vetted professionals who provide expert guidance as you protect your family and care for your loved ones through Life & Loss.

Anna and her team have a national collective of home transition pros who provide guidance, support and vetted local help for your senior move or downsizing projects.

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Margareta uses Scandinavian humor and wisdom to explain her radical and joyous method for putting things in order, helping families broach sensitive conversations, and making the process uplifting rather than overwhelming.

Diane Hullet has a beautiful podcast called 'Best Life Best Death'. She leads provocative and supportive discussions around mortality — and what matters most when it comes to our lives and our deaths.

Kirsten brings a friendly voice to a wide variety of life and legacy planning topics. On this podcast, she helps listeners see that living your best life while preparing for the future doesn’t have to be hard or stressful — but it should be smart.

GRIEF AND AFTER LOSS SUPPORT

some resources to support those who are experiencing loss

Help Texts provides grief and mental health support via text messages to support you through the loss of a loved one, pets and pregnancies.

Use my link to receive $10 off.

After Kylee lost her dad in 2018, she founded After Loss Advisors to provide unwavering support to individuals with the nitty gritty details of loss.

Professionals of After Loss Services (PALS) brings professionals who support families struggling to manage the tasks of settling an estate while grieving the loss of a loved one.

Emily Thiroux Threatt, an author and resident of Maui, supports people who are dealing with grief and loss to help them see they can grieve and be happy at the same time.

Terrible, Thanks for Asking is more than just a podcast. It’s a show that makes space for how it really feels to go through the hard things in life, and a community of people who get it.

The Good Mourning podcast shines a light on what loss is really like with honesty, hope and humor and covers everything from grief and loss, trauma and mental health to spirituality and self-development.

DIGITAL TOOLS

I love all things tech! These tools have the potential to make things easier for you — and maybe even save you some money. If you need any help figuring out what makes best sense for you, I'm here for you!

Want to test how "secure" a password is? This tool from security.org is very easy to use — and they don't store the password you entered.

I talk about password managers often. I myself have 500+ passwords so I use a password manager to keep my passwords organized and secure.

Everplans guides you through every aspect of your life to organize everything for your family. It's like Turbo Tax but for important life details.

HomeZada is a digital home management tool. It helps homeowners keep a home maintenance schedule, maintain a home inventory, track remodel projects and manage home finances.

If you've worked with me, then you likely know just how much I love digital rewards! Sign up and earn cash back on everyday purchases at 3,500+ stores.
Even better: it's FREE!

I use the Upside app to earn cash back every time I fill up at the gas station. And you can earn cash back from restaurants too! If you sign up using my link, you'll get an extra 15¢/gallon the first time you use the app.

small BUSINESS SUPPORT

these programs and tools can help solopreneurs and small business owners elevate their business

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Verizon's Digital Ready program offers events and training for small business owners so they can scale and obtain funding for their business.

Some of my business clients love Notion! Notion is a single space where you can think, write, and plan — and do it exactly the way you want.

Other business clients of mine love Insightly. It's a powerful CRM, automates marketing + more — some clients even use it for internal training.

Jessi and her team are on a mission to help every solopreneur become a small business owner. OYG offers a variety of courses to help you scale your operations.

DIGITAL FRAMES

these frames make it easier for loved ones to stay connected

Aura Frame

Send photos and videos directly from your phone to an Aura digital picture frame. Invite family and friends to add photos from around the world.

Nixplay Frame

Send photos and video clips direct to your family's living rooms via the Nixplay iOS or Android Mobile App, Desktop Web App and Email. Import your photos from Google Photos, Facebook, and Instagram.

Skylight Frame

No app or subscription required. Plug in and use the touch screen to connect to Wi-Fi. Or email photos directly to the frame and they'll appear instantly!